1900 Wealth Management’s Equifax EFX Stock Holding History

1900 Wealth Management’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$863K	Buy	4,791 +380	+9%	+$75.5K	0.06%	117
2025 Q4	$957K	Buy	4,411 +137	+3%	+$30K	0.06%	112
2025 Q3	$1.1M	Hold	4,274	–	–	0.07%	100
2025 Q2	$1.11M	Buy	4,274 +1	+0%	+$254	0.08%	91
2025 Q1	$1.04M	Hold	4,273	–	–	0.09%	94
2024 Q4	$1.09M	Hold	4,273	–	–	0.09%	93
2024 Q3	$1.26M	Hold	4,273	–	–	0.11%	84
2024 Q2	$1.04M	Hold	4,273	–	–	0.1%	96
2024 Q1	$1.14M	Hold	4,273	–	–	0.1%	101
2023 Q4	$1.06M	Hold	4,273	–	–	0.1%	138
2023 Q3	$783K	Hold	4,273	–	–	0.08%	157
2023 Q2	$1.01M	Hold	4,273	–	–	0.1%	121
2023 Q1	$831K	Hold	4,273	–	–	0.09%	129
2022 Q4	$831K	Hold	4,273	–	–	0.09%	130
2022 Q3	$733K	Hold	4,273	–	–	0.09%	130
2022 Q2	$781K	Hold	4,273	–	–	0.09%	128
2022 Q1	$1.01M	Hold	4,273	–	–	0.1%	121
2021 Q4	$1.25M	Sell	4,273 -1,000	-19%	-$278K	0.11%	115
2021 Q3	$1.34M	Hold	5,273	–	–	0.13%	106
2021 Q2	$1.26M	Hold	5,273	–	–	0.12%	104
2021 Q1	$955	Buy	+5,273	New	+$931K	0.07%	99

Other funds holding EFX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

1900 Wealth Management's EFX Position: Q1 2026 in Review

1900 Wealth Management increased its Equifax (EFX) stake by 8.6% in Q1 2026, buying an estimated $75.5K and bringing the position to 4,791 shares worth $863K. The position accounts for 0.06% of the portfolio, ranked #117.

1900 Wealth Management first reported a position in EFX in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.34M in Q3 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

1900 Wealth Management held 4,791 shares of Equifax worth $863K as of Q1 2026.
1900 Wealth Management bought 380 Equifax shares in Q1 2026, an estimated $75.5K.
Equifax made up 0.06% of 1900 Wealth Management's portfolio in Q1 2026, its #117 holding.
1900 Wealth Management first reported a position in Equifax in Q1 2021 and has held it in 21 quarters since.
1900 Wealth Management's Equifax position peaked at $1.34M in Q3 2021.
870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.